William Davis is a registered investment advisor at D.A. Davidson & CO., based in Winston Salem, NC, with 5 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
370 Knollwood St, Suite 100, Winston Salem, NC, 27103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the owner of Buried Secrets, LLC, a non-investment related business focused on writing books and short stories. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Truist Investment Services, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations23 states
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